7 days
30 days
All time
Recent
Popular
Asset Allocation doesn't have one clear answer and shouldn't depend on stage of the market.
It depends on your
- Risk Appetite
- Goals
- Psychology
- Age
- Responsibilities
1/n https://t.co/aJjy4N90J9
Someone who is
Young
Right out of College
Doesn't Need Money for Next 10 years
Doesn't Have any Dependents
should be allocated more towards Equities than someone who is
Old
Heading for Retirement
Needs Consistent Income
Has Many Dependents
2/n
Your psychology also has the biggest impact. Are you someone who gets afraid and loses sleep over 5 to 10% drawdowns and wants to book profits as soon as an investment gains in value
or Are you someone who can sit peacefully and do not let the daily movement of market impact you
Also allocate based on Goals.
(Extract taken from my Personal Finance Course, Releasing on SkillShare on Sunday, link to sign up for a Free access below)
https://t.co/IdBvCqO2DH
It depends on your
- Risk Appetite
- Goals
- Psychology
- Age
- Responsibilities
1/n https://t.co/aJjy4N90J9
Greatest challenge in the bull market is sound asset allocation which I have been facing alot. Want to buy super fundamentals cos. but can't buy em call. Latter is cos. % allocation in your portfolio.
— Amrit (@HeyAmrit) July 23, 2021
Can you'll shed light@connectgurmeet @Investor_Mohit @itsTarH @AnyBodyCanFly
Someone who is
Young
Right out of College
Doesn't Need Money for Next 10 years
Doesn't Have any Dependents
should be allocated more towards Equities than someone who is
Old
Heading for Retirement
Needs Consistent Income
Has Many Dependents
2/n
Your psychology also has the biggest impact. Are you someone who gets afraid and loses sleep over 5 to 10% drawdowns and wants to book profits as soon as an investment gains in value
or Are you someone who can sit peacefully and do not let the daily movement of market impact you
Also allocate based on Goals.
(Extract taken from my Personal Finance Course, Releasing on SkillShare on Sunday, link to sign up for a Free access below)
https://t.co/IdBvCqO2DH
Case Study: Bharat Electronics Ltd
OPM: 23%
Free Float: <5%
QoQ continuous increase in ownership by institutions
ROE: ~20%
ROCE: ~28%
EV by EBITDA: 15
Leading developer of Indigenous Military Drones
Exports are prime focus for the company
D: Invested, not a recommendation
OPM: 23%
Free Float: <5%
QoQ continuous increase in ownership by institutions
ROE: ~20%
ROCE: ~28%
EV by EBITDA: 15
Leading developer of Indigenous Military Drones
Exports are prime focus for the company
D: Invested, not a recommendation
Lots of under owned stocks with robust financials within Defense Sector \U0001fa96\U0001f396\ufe0f
— Tar \u26a1 (@itsTarH) April 12, 2022
You don't even have to try looking very hard to find something interesting
#IEX finally getting close to my average price, will start adding it below 150 (15% further correction from here)
Please do your due diligence and do not copy me blindly here
My investments in IEX are part of an experiment to hold a good stock for 10 yrs + buying sporadically
IEX has also started ground work for trading carbon credits
Still believe this is one stock where dividend every year in 10 years can be equal to my entire investment amount considering it throws up so much cash
Still maintain
NSE + Zerodha =
Please do your due diligence and do not copy me blindly here
My investments in IEX are part of an experiment to hold a good stock for 10 yrs + buying sporadically
IEX has also started ground work for trading carbon credits
Still believe this is one stock where dividend every year in 10 years can be equal to my entire investment amount considering it throws up so much cash
Still maintain
NSE + Zerodha =
#IEX in my PF is a giant growing dividend paying Gorilla
— Tar \u26a1 (@itsTarH) October 18, 2021
Main reason I don't mess around with my holdings is cause I expect it to.
Pay Dividend = to my investment within the next decade
Glad they are considering Bonus Issue (tax favorable) instead of Cash Dividend. pic.twitter.com/2cLt6yK0Xw